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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-19 |
Branch Locations
17975 W Sarah Lane Suite 180, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird | Milwaukee | WI | 12/2013 | 01/2025 |
| Wealth Distribution Strategies | Brookfield | WI | 05/2025 | Present |
| Harbour Investments, Inc | Madison | WI | 05/2025 | Present |
| Two Birds Event Group | Milwaukee | WI | 01/2025 | 04/2026 |
1)Wealth Distribution Strategies - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-17 |
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